ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,003 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $199,000 | +13.1% | 2,381 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $176,000 | +4.8% | 2,381 | +3.3% | 0.02% | +7.1% |
Q2 2021 | $168,000 | +12.0% | 2,306 | +0.0% | 0.01% | +7.7% |
Q1 2021 | $150,000 | +2.0% | 2,305 | 0.0% | 0.01% | -7.1% |
Q4 2020 | $147,000 | +10.5% | 2,305 | +300.2% | 0.01% | 0.0% |
Q3 2020 | $133,000 | +9.0% | 576 | -1.7% | 0.01% | 0.0% |
Q2 2020 | $122,000 | +25.8% | 586 | +0.2% | 0.01% | 0.0% |
Q1 2020 | $97,000 | -14.2% | 585 | 0.0% | 0.01% | +7.7% |
Q4 2019 | $113,000 | +7.6% | 585 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $105,000 | 0.0% | 585 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $105,000 | +4.0% | 585 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $101,000 | +68.3% | 585 | +46.2% | 0.01% | +44.4% |
Q4 2018 | $60,000 | -15.5% | 400 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $71,000 | +9.2% | 400 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $65,000 | +4.8% | 400 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $62,000 | +1.6% | 400 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $61,000 | +7.0% | 400 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $57,000 | +3.6% | 400 | 0.0% | 0.01% | +12.5% |
Q2 2017 | $55,000 | +3.8% | 400 | 0.0% | 0.01% | -11.1% |
Q1 2017 | $53,000 | +8.2% | 400 | 0.0% | 0.01% | +12.5% |
Q4 2016 | $49,000 | -32.9% | 400 | -33.3% | 0.01% | -38.5% |
Q3 2016 | $73,000 | +4.3% | 600 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $70,000 | 0.0% | 600 | 0.0% | 0.01% | +8.3% |
Q1 2016 | $70,000 | +1.4% | 600 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $69,000 | +6.2% | 600 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $65,000 | -4.4% | 600 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $68,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $68,000 | +1.5% | 600 | 0.0% | 0.01% | -25.0% |
Q4 2014 | $67,000 | -29.5% | 600 | -32.7% | 0.02% | -30.4% |
Q3 2014 | $95,000 | +1.1% | 891 | 0.0% | 0.02% | +4.5% |
Q2 2014 | $94,000 | +5.6% | 891 | 0.0% | 0.02% | +4.8% |
Q1 2014 | $89,000 | +1.1% | 891 | 0.0% | 0.02% | -4.5% |
Q4 2013 | $88,000 | +10.0% | 891 | 0.0% | 0.02% | 0.0% |
Q3 2013 | $80,000 | +6.7% | 891 | 0.0% | 0.02% | 0.0% |
Q2 2013 | $75,000 | – | 891 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |